Payments - Payment Links

Creating Payment Links for One-Time and Recurring Payments

Objective

This SOP outlines the steps to create payment links for both one-time and recurring payments, ensuring team members can easily execute the process.

Video Walk Through

Key Steps

Making sure that you are in the payment section and you have the relevant products set up before creating your payment link.

Step 1: Access Payment Links

• Navigate to the payments section in your system.

• Ensure all products you want to use for payment links are set up.

Step 2: Create a New Payment Link

• Click on 'Create New Payment Link'.

• Select the product you want to link (e.g., coaching monthly or business audit).

Step 3: Configure Payment Link Options

• Choose options such as:

  • Phone number requirement

  • Address requirement

  • Allow coupon codes

• For subscriptions, ensure to include terms and conditions regarding cancellation.

Step 4: Name and Save the Payment Link

• Enter a descriptive name for the payment link (e.g., 'Coaching Monthly').

• Click 'Save' to store the payment link.

Step 5: Copy and Share the Payment Link

• Copy the generated payment link to your clipboard.

• Share the link via email, direct message, or any other communication method.

Step 6: Client Payment Process

• Inform clients that they will need to enter their credit card details and personal information.

• Once completed, the subscription will be marked as active in the system.

Step 7: Create One-Time Payment Links

• For one-time payments, follow similar steps as above.

• Ensure to include any necessary terms and conditions.

Step 8: Embed Payment Links

• You can embed payment links in emails or other digital communications as an alternative of using landing pages with order forms.

Cautionary Notes

• Always double-check that the product details and terms are correct before sharing the payment link.